See how Docsbot question resolution changes each month
Keep the bot's resolution trend visible with a scheduled review of its monthly report and follow up on the patterns it reveals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bot Monthly Reports
Retrieves a bot’s monthly question resolution statistics.
Why this helps
Resolution trends can go unnoticed when each month’s support data is reviewed only on demand.
- Make monthly resolution data easier to review consistently.
- Surface changes that may merit a knowledge base check.
- Keep a concise record of bot performance for planning.
Setup
Build it in a few focused steps.
- 1Connect Docsbot in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that the selected bot's monthly report should be retrieved and summarized, noting any meaningful resolution changes in the returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one available monthly report and confirm the summary reflects its data.
Questions about this workflow
What does the monthly report provide?
Docsbot describes this action as returning monthly statistical reports with question resolution metrics for a selected month.
Can it identify why resolution changed?
It can summarize returned metrics, but the monthly report description does not promise causal explanations. Ask Notis to flag possible follow up questions rather than infer causes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsbot ai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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